Adding an Approver
From time to time, it may be necessary to add approvers to an approval flow, for example, for a process that requires additional technical or legal review. Administrators can plot and modify flows prior to or during their execution. Adding an approver is an ad hoc action after an approval flow has started. Users can only add an approver to an approval flow that has been assigned (status is Submitted, Assigned, Reassigned, or On Hold), is available for review (not Notified or Not Submitted), and is not concluded (Approved, Rejected, Cancelled). Practically, if the Approve and Reject options are visible above the rule entry grid, you can add approvers.
To add an approver
Access the My Approvals screen as described in Approving or Rejecting an Approval Request.
- Pick an approval step from the left nav column.
- Click the More (
) button.
- Select Add Approver from the drop-down menu to raise the Add Approver dialog.
- In the Add Approver dialog:
- Select User from the Approver Type drop-down menu. You can also select Queue if any are available. (Queues may be available in Platform Approvals instances migrated from Salesforce. For queues, all actions below are the same, substituting "queue" for "approver").
- Enter the name of the approver you want in the Approver Name field. This field auto-completes from your entry to narrow the results. Select the approver name.
- Select In Parallel or After in the Approver Sequence window. The After option puts the new approver immediately after the approval step selected in step 1, while In Parallel creates a logical AND between two approvers in the same step: both must approve before the approval flow advances beyond the In Parallel step.
- Enter a meaningful description of the step and any additional information in the Step Name and Comments fields.
- Click Save.
- The screen refreshes and the new approver shows in the Notes column of the Approval Notes grid as an ad hoc approver.
